Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BILL Holdings, Inc.BILL · Entity 3940 | CLO & CCO | September 02, 2025 | September 04, 2025 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
BILL Holdings, Inc.
Report date September 02, 2025 · Filed September 04, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,298 |
Reported balance
After 2025-09-02 transaction · row 1
1 source rowRow 1 · 2025-09-02 · Sale · Disposed 3,971 · Balance 9,298 F1: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 3, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 3, 2025.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 21, 2020 Filed Jul 23, 2020 21:14 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,563 | $0.00 Strike: $11.20 | $0.00 |
DisclosureSEC source: 0001209191-20-043503 · doc4.xml · derivative · entry 10 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,118 Underlying: Common Stock · 1,563 shares Expires 2029-05-14 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F8 · derivative.exercise_date: The option vests 1/48th of the total shares monthly beginning June 15, 2019 until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| July 21, 2020 Filed Jul 23, 2020 21:14 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 2,967 | $0.00 Strike: $5.26 | $0.00 |
DisclosureSEC source: 0001209191-20-043503 · doc4.xml · derivative · entry 9 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,022 Underlying: Common Stock · 2,967 shares Expires 2028-08-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · derivative.exercise_date: The option vests 1/48th of the total shares monthly beginning September 2, 2018 until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| July 21, 2020 Filed Jul 23, 2020 21:14 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 13,470 | $0.00 Strike: $2.48 | $0.00 |
DisclosureSEC source: 0001209191-20-043503 · doc4.xml · derivative · entry 8 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,563 Underlying: Common Stock · 13,470 shares Expires 2026-10-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · derivative.exercise_date: The option vested 25% on August 22, 2017 and thereafter vests 1/48th of the total shares monthly until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| July 21, 2020 Filed Jul 23, 2020 21:14 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 200 | $89.60 | $17,919.00 |
DisclosureSEC source: 0001209191-20-043503 · doc4.xml · nonDerivative · entry 7 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,297 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $89.58 to $89.61 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| July 21, 2020 Filed Jul 23, 2020 21:14 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 200 | $87.39 | $17,478.00 |
DisclosureSEC source: 0001209191-20-043503 · doc4.xml · nonDerivative · entry 6 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,497 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.36 to $87.42 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| July 21, 2020 Filed Jul 23, 2020 21:14 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 2,002 | $86.72 | $173,604.63 |
DisclosureSEC source: 0001209191-20-043503 · doc4.xml · nonDerivative · entry 5 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,697 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $86.31 to $87.28 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| July 21, 2020 Filed Jul 23, 2020 21:14 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 3,598 | $85.96 | $309,299.55 |
DisclosureSEC source: 0001209191-20-043503 · doc4.xml · nonDerivative · entry 4 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,699 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.31 to $86.30 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| July 21, 2020 Filed Jul 23, 2020 21:14 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,563 | $11.20 | $17,505.60 |
DisclosureSEC source: 0001209191-20-043503 · doc4.xml · nonDerivative · entry 3 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,297 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 21, 2020 Filed Jul 23, 2020 21:14 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 2,967 | $5.26 | $15,606.42 |
DisclosureSEC source: 0001209191-20-043503 · doc4.xml · nonDerivative · entry 2 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,734 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 21, 2020 Filed Jul 23, 2020 21:14 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 13,470 | $2.48 | $33,405.60 |
DisclosureSEC source: 0001209191-20-043503 · doc4.xml · nonDerivative · entry 1 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,767 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 07, 2020 Filed Jul 9, 2020 21:59 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 6,319 | $0.00 Strike: $11.20 | $0.00 |
DisclosureSEC source: 0001209191-20-042009 · doc4.xml · derivative · entry 9 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,681 Underlying: Common Stock · 6,319 shares Expires 2029-05-14 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F8 · derivative.exercise_date: The option vests 1/48th of the total shares monthly beginning June 15, 2019 until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| July 07, 2020 Filed Jul 9, 2020 21:59 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 7,681 | $0.00 Strike: $5.26 | $0.00 |
DisclosureSEC source: 0001209191-20-042009 · doc4.xml · derivative · entry 8 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,989 Underlying: Common Stock · 7,681 shares Expires 2028-08-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · derivative.exercise_date: The option vests 1/48th of the total shares monthly beginning September 2, 2018 until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| July 07, 2020 Filed Jul 9, 2020 21:59 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,278 | $88.99 | $113,723.85 |
DisclosureSEC source: 0001209191-20-042009 · doc4.xml · nonDerivative · entry 7 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,297 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $88.85 to $89.20 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| July 07, 2020 Filed Jul 9, 2020 21:59 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 5,748 | $88.36 | $507,920.87 |
DisclosureSEC source: 0001209191-20-042009 · doc4.xml · nonDerivative · entry 6 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,575 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.85 to $88.84 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| July 07, 2020 Filed Jul 9, 2020 21:59 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 3,100 | $87.36 | $270,809.18 |
DisclosureSEC source: 0001209191-20-042009 · doc4.xml · nonDerivative · entry 5 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,323 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $86.85 to $87.81 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| July 07, 2020 Filed Jul 9, 2020 21:59 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 3,753 | $86.30 | $323,886.53 |
DisclosureSEC source: 0001209191-20-042009 · doc4.xml · nonDerivative · entry 4 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,423 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.80 to $86.73 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| July 07, 2020 Filed Jul 9, 2020 21:59 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 121 | $84.76 | $10,255.75 |
DisclosureSEC source: 0001209191-20-042009 · doc4.xml · nonDerivative · entry 3 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,176 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $84.59 to $85.56 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| July 07, 2020 Filed Jul 9, 2020 21:59 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 6,319 | $11.20 | $70,772.80 |
DisclosureSEC source: 0001209191-20-042009 · doc4.xml · nonDerivative · entry 2 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,297 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 07, 2020 Filed Jul 9, 2020 21:59 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 7,681 | $5.26 | $40,402.06 |
DisclosureSEC source: 0001209191-20-042009 · doc4.xml · nonDerivative · entry 1 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,978 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 23, 2020 Filed Jun 25, 2020 22:09 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 14,000 | $0.00 Strike: $11.20 | $0.00 |
DisclosureSEC source: 0001209191-20-038980 · doc4.xml · derivative · entry 9 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,000 Underlying: Common Stock · 14,000 shares Expires 2029-05-14 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F9 · derivative.exercise_date: The option vests 1/48th of the total shares monthly beginning June 15, 2019 until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| June 23, 2020 Filed Jun 25, 2020 22:09 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 761 | $88.38 | $67,253.38 |
DisclosureSEC source: 0001209191-20-038980 · doc4.xml · nonDerivative · entry 8 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,297 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F8 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.97 to $88.73 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 23, 2020 Filed Jun 25, 2020 22:09 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 2,927 | $87.16 | $255,127.56 |
DisclosureSEC source: 0001209191-20-038980 · doc4.xml · nonDerivative · entry 7 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,058 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $86.81 to $87.69 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 23, 2020 Filed Jun 25, 2020 22:09 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 4,249 | $86.46 | $367,387.66 |
DisclosureSEC source: 0001209191-20-038980 · doc4.xml · nonDerivative · entry 6 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,985 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.80 to $86.79 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 23, 2020 Filed Jun 25, 2020 22:09 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,500 | $84.96 | $127,435.05 |
DisclosureSEC source: 0001209191-20-038980 · doc4.xml · nonDerivative · entry 5 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,234 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $84.56 to $85.43 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 23, 2020 Filed Jun 25, 2020 22:09 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 300 | $83.86 | $25,156.53 |
DisclosureSEC source: 0001209191-20-038980 · doc4.xml · nonDerivative · entry 4 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,734 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $83.50 to $84.05 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 23, 2020 Filed Jun 25, 2020 22:09 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,338 | $82.78 | $110,761.25 |
DisclosureSEC source: 0001209191-20-038980 · doc4.xml · nonDerivative · entry 3 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,034 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.31 to $83.14 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 23, 2020 Filed Jun 25, 2020 22:09 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 2,925 | $81.75 | $239,109.39 |
DisclosureSEC source: 0001209191-20-038980 · doc4.xml · nonDerivative · entry 2 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,372 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $81.30 to $82.27 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 23, 2020 Filed Jun 25, 2020 22:09 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 14,000 | $11.20 | $156,800.00 |
DisclosureSEC source: 0001209191-20-038980 · doc4.xml · nonDerivative · entry 1 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,297 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 11, 2020 Filed Jun 12, 2020 22:40 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 43,214 | $0.00 Strike: $2.48 | $0.00 |
DisclosureSEC source: 0001209191-20-036428 · doc4.xml · derivative · entry 8 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,033 Underlying: Common Stock · 43,214 shares Expires 2026-10-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The option vested 25% on August 22, 2017 and thereafter vests 1/48th of the total shares monthly until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| June 11, 2020 Filed Jun 12, 2020 22:40 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 13,214 | $75.04 | $991,619.52 |
DisclosureSEC source: 0001209191-20-036428 · doc4.xml · nonDerivative · entry 5 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,297 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.00 to $75.21 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 11, 2020 Filed Jun 12, 2020 22:40 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 43,214 | $2.48 | $107,170.72 |
DisclosureSEC source: 0001209191-20-036428 · doc4.xml · nonDerivative · entry 4 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,511 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 10, 2020 Filed Jun 12, 2020 22:40 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,330 | $0.00 Strike: $5.26 | $0.00 |
DisclosureSEC source: 0001209191-20-036428 · doc4.xml · derivative · entry 7 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,670 Underlying: Common Stock · 1,330 shares Expires 2028-08-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · derivative.exercise_date: The option vests 1/48th of the total shares monthly beginning September 2, 2018 until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| June 10, 2020 Filed Jun 12, 2020 22:40 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 5,456 | $0.00 Strike: $2.48 | $0.00 |
DisclosureSEC source: 0001209191-20-036428 · doc4.xml · derivative · entry 6 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 124,247 Underlying: Common Stock · 5,456 shares Expires 2026-10-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The option vested 25% on August 22, 2017 and thereafter vests 1/48th of the total shares monthly until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date. F5 · balance_after: This number includes the exercise of 3,297 shares of Common Stock that occurred prior to the filing of the Reporting Person's Form 3 but which shares were reflected as outstanding in the Form 3. Read SEC document |
| June 10, 2020 Filed Jun 12, 2020 22:40 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 6,786 | $75.03 | $509,174.62 |
DisclosureSEC source: 0001209191-20-036428 · doc4.xml · nonDerivative · entry 3 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,297 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.00 to $75.24 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 10, 2020 Filed Jun 12, 2020 22:40 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,330 | $5.26 | $6,995.80 |
DisclosureSEC source: 0001209191-20-036428 · doc4.xml · nonDerivative · entry 2 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,083 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 10, 2020 Filed Jun 12, 2020 22:40 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 5,456 | $2.48 | $13,530.88 |
DisclosureSEC source: 0001209191-20-036428 · doc4.xml · nonDerivative · entry 1 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,753 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 28, 2020 Filed Jun 1, 2020 21:08 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantRestricted Stock Units · Derivative | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-033254 · doc4.xml · derivative · entry 2 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 15,000 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F3 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2020, subject to the continuing service of the Reporting Person on each vesting date. F3 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2020, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| May 28, 2020 Filed Jun 1, 2020 21:08 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantEmployee Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $69.37 | $0.00 |
DisclosureSEC source: 0001209191-20-033254 · doc4.xml · derivative · entry 1 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2030-05-27 F1 · derivative.exercise_date: The option vests in 16 equal quarterly installments over four years, beginning August 28, 2020, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| May 27, 2020 Filed May 28, 2020 23:47 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 50,000 | $0.00 Strike: $2.48 | $0.00 |
DisclosureSEC source: 0001209191-20-032760 · doc4.xml · derivative · entry 11 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,000 Underlying: Common Stock · 50,000 shares Expires 2026-10-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F9 · derivative.exercise_date: The option vested 25% on August 22, 2017 and thereafter vests 1/48th of the total shares monthly until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| May 27, 2020 Filed May 28, 2020 23:47 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 8,808 | $64.16 | $565,099.26 |
DisclosureSEC source: 0001209191-20-032760 · doc4.xml · nonDerivative · entry 9 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,927 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F8 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $64.00 to $64.34 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 27, 2020 Filed May 28, 2020 23:47 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 17,692 | $63.43 | $1,122,164.64 |
DisclosureSEC source: 0001209191-20-032760 · doc4.xml · nonDerivative · entry 8 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,105 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $63.00 to 63.99 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 27, 2020 Filed May 28, 2020 23:47 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 23,500 | $62.49 | $1,468,522.05 |
DisclosureSEC source: 0001209191-20-032760 · doc4.xml · nonDerivative · entry 7 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,797 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $62.00 to $62.99 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 27, 2020 Filed May 28, 2020 23:47 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 50,000 | $2.48 | $124,000.00 |
DisclosureSEC source: 0001209191-20-032760 · doc4.xml · nonDerivative · entry 6 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,297 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 26, 2020 Filed May 28, 2020 23:47 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 42,000 | $0.00 Strike: $2.48 | $0.00 |
DisclosureSEC source: 0001209191-20-032760 · doc4.xml · derivative · entry 10 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,000 Underlying: Common Stock · 42,000 shares Expires 2026-10-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F9 · derivative.exercise_date: The option vested 25% on August 22, 2017 and thereafter vests 1/48th of the total shares monthly until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| May 26, 2020 Filed May 28, 2020 23:47 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,700 | $66.89 | $113,716.06 |
DisclosureSEC source: 0001209191-20-032760 · doc4.xml · nonDerivative · entry 5 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,297 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.83 to $66.90 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 26, 2020 Filed May 28, 2020 23:47 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 10,934 | $66.27 | $724,572.13 |
DisclosureSEC source: 0001209191-20-032760 · doc4.xml · nonDerivative · entry 4 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,997 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.64 to $66.58 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 26, 2020 Filed May 28, 2020 23:47 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 16,459 | $64.91 | $1,068,427.76 |
DisclosureSEC source: 0001209191-20-032760 · doc4.xml · nonDerivative · entry 3 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,931 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $64.64 to $65.62 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 26, 2020 Filed May 28, 2020 23:47 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 12,907 | $64.31 | $829,984.64 |
DisclosureSEC source: 0001209191-20-032760 · doc4.xml · nonDerivative · entry 2 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,390 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $63.63 to $64.62 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 26, 2020 Filed May 28, 2020 23:47 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 42,000 | $2.48 | $104,160.00 |
DisclosureSEC source: 0001209191-20-032760 · doc4.xml · nonDerivative · entry 1 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,297 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.